Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q1 2025 (March 31)25holders
1new positions
0sold out
$45.36avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were New York Life Investment Management LLC ($241.3M), Bank of Italy ($81.9M) and Captrust Financial Advisors ($2.3M).
- Company
- Nylim Cndrim US LC Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q1 2025)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.3M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 77,682 shares bought and 93,486 shares sold, net −15,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| New York Life Investment Management LLC | 2.46% | Reduce -1.3% | 5,321,082 | $241.3M |
| Bank of Italy | 4.33% | No change | 1,805,576 | $81.9M |
| Captrust Financial Advisors | 0.01% | New | 50,355 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 36,794 | $1.7M |
| Old Mission Capital LLC | 0.03% | Add +47.9% | 31,619 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -18.1% | 28,497 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +177.7% | 22,583 | $1.0M |
| Waterloo Capital, L.P. | 0.08% | No change | 17,885 | $811K |
| IFP Advisors, Inc | 0.02% | Add +5.2% | 15,737 | $714K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 15,672 | $711K |
| Paul R. Ried Financial Group, LLC | 0.45% | Add +10.2% | 14,393 | $653K |
| Mgo One Seven LLC | 0.02% | Reduce -18.3% | 13,121 | $595K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.2% | 10,643 | $483K |
| Two Sigma Investments, LP | 0.00% | Reduce -30.9% | 10,300 | $467K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 9,134 | $414K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -31.8% | 8,156 | $370K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.1% | 5,408 | $245K |
| Palisades Hudson Asset Management, L.P. | 0.11% | Add +0.3% | 5,121 | $232K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 4,234 | $192K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 3,400 | $154K |
| NewEdge Advisors, LLC | 0.00% | Add +25.2% | 2,482 | $113K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,171 | $98K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 1,514 | $69K |
| FMR LLC | 0.00% | Reduce -71.9% | 1,179 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 627 | $28K |
"% of holder's portfolio" is IQSU's weight in each manager's 13F, not the share of Nylim Cndrim US LC Eq ETF-Ui the manager owns.